See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,904 | $127,065-28.5% | $113,168-19.7% | $142,382-36.2% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 4.62% | 24.03%-19.4pp | 24.27%-19.6pp | 217.08%-212.5pp |
| Employer contribution / active EE | $1,767 | $3,442-48.7% | $2,975-40.6% | $4,299-58.9% |
| Participant deferral / active EE | $3,121 | $5,716-45.4% | $5,107-38.9% | $6,507-52.0% |
| Admin fee / account holder | $3,761 | $15,736-76.1% | $12,068-68.8% | $12,624-70.2% |